We are proud to represent a prestigious financial planning firm who are looking for an experienced Financial Planner to join the team.
Renowned for its excellence and innovation in the industry, our client is an award-winning leader in the financial services sector, operating at the forefront of innovation.
With a track record of success, they are committed to delivering exceptional service and upholding the highest standards of professionalism.
Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.
Our client is a modern, highly ethical and rewarding employer to work for.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
General
My client is currently looking for an IFA Administrator to join them in Liverpool.
Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team.
They have opportunities across the UK for experienced Financial Advisers who thrive off new client engagement and can demonstrate a proven track record of winning new clients.
They will provide a consistent flow of client leads across the UK with your role being focused on engaging and converting clients.
Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
About our client
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.
Remote Working (1 day per fortnight in Liverpool or London)
A dynamic scale-up software development business, revolutionising their industry, has experienced rapid expansion in recent years, with projections indicating a doubling of turnover in the next two years.
Our client is a leading North West-based financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice.
As our client's company continues to grow, a requirement has arisen for a Paraplanner to join its rapidly expanding administration team.
The Paraplanner's main purpose is to provide technical support to the firm's Advisers.